Crown Advisors Management Portfolio Changes in Q2 2026
This report details observable purchases and sales by Crown Advisors Management, Inc., highlighting significant shifts in their investment strategy during the second quarter of 2026.
As reported for the period ending June 30, 2026, Crown Advisors Management, Inc., a registered investment advisor, saw changes in its portfolio holdings. The total portfolio value stood at $180,884,272 during this quarter.
Purchases and New Positions
Crown Advisors demonstrated active buying behavior this quarter, adding several new positions or significantly increasing existing ones:
- They initiated a position in VITESSE ENERGY INC (VTS), investing $2.36 million.
- Their stake in FOSSIL GROUP INC (FOSL) increased substantially by 100% ($414,000 invested).
- A new investment was made in LIBERTY ENERGY INC (LBRT), adding $1.31 million.
- They also started investing in AZZ INC (AZZ) and KODIAK GAS SVCS INC (KGS), allocating $3.10 million and $450,780 respectively.
- The investment in AMERICAN PUB ED INC (APEI) was also increased by 20% ($632,190 invested).
In particular, the advisor significantly boosted their position in LAM RESEARCH CORPORATION CMN (LRCX) by acquiring an additional 35,000 shares ($15.17 million invested), representing a nearly 30% increase in their stake during the quarter.
Sales and Reductions
Crown Advisors also showed significant selling activity:
- They sold off LIBERTY ENERGY INC (LBRT), reducing their position by 50% ($1.31 million realized).
- Their investment in FOSSIL GROUP INC (FOSL) was also decreased, though the exact percentage is not disclosed.
- A notable sale occurred for LAM RESEARCH CORPORATION CMN (LRCX), where they sold 15,000 shares ($6.57 million realized), cutting their stake by approximately 30%.
- They exited the position in GREEN BRICK PARTNERS INC (GRBK)
The reduction was also observed in other holdings, such as NWPX INFRASTRUCTURE INC (NWPX) (-6.67%) and GREENBRIER COS INC (GBX) (-22.22%), indicating a strategic shift away from certain sectors or companies.
Overall Portfolio Dynamics
The portfolio, managed by Crown Advisors Management, Inc., consists of 42 holdings as of the reporting date. The top five positions account for approximately 40.78% of the total value, suggesting a concentrated approach in some areas.
From an allocation perspective, the portfolio remains diversified across various sectors including Industrials, Energy, Technology, Financial Services, and Consumer Cyclical. However, the data shows that holdings like VITESSE ENERGY INC (VTS) or FOSSIL GROUP INC (FOSL), despite being significant buys, still represent relatively small portions of the overall portfolio (1.3% and 0.23% respectively).
The changes observed reflect a dynamic investment strategy focused on capitalizing on market opportunities while strategically managing risk by exiting positions or reducing exposure in certain sectors.